IDIVX Mutual Fund
IDIVX Mutual Fund
Integrity Dividend Harvest Fund Class A
IDIVX Mutual Fund Overview
IDIVX Mutual Fund (Integrity Dividend Harvest Fund Class A) is managed by Integrity Viking Funds with $151.5M in net assets. IDIVX expense ratio is 0.95%, holding 58 positions across sectors including Unknown, Health Care. Inception date: 2012-05-01.
IDIVX performance shows a YTD return of 16.25%. The 1-year return is 30.74% and the 5-year return is 15.09%. IDIVX dividend yield stands at 6.40%, paid monthly.
IDIVX top holdings include American Financial Group Inc/Oh (1.8%), Bank Of America Corp. (1.7%), Novo Nordisk A/S ADR (1.6%), Allstate Corp. (1.1%), Best Buy Co. Inc. (0.8%). View all IDIVX holdings, sector breakdown, or dividend history.
IDIVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IDIVX alternatives are available via the screener, along with tax-loss harvesting opportunities.